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How to Survive a Verification Part 3: Verification Testing
Trying to get through GIPS verification testing? Here we explain exactly how testing is determined and what you need to know to...
GIPS Conference 2021: Key takeaways
Key takeaways from the conference include complying with the 2020 GIPS Standards, the SEC Marketing rule, ESG reporting and…
How to Survive a GIPS Verification Part 2: Kick-off and Initial Data Request
Want to properly kick-off your GIPS verification & understand what your verifier needs & why? Read on & access free downloads to get started.
How to Create a Distribution Log for GIPS Reports
Are you maintaining a GIPS Report distribution log? Under the 2020 Edition of the GIPS standards, those claiming GIPS compliance are required to demonstrate that their GIPS Reports are distributed to prospects. What this means is...
GIPS Compliance FAQs
When do we need to distribute GIPS Reports? Do we have to market every composite? Can I present performance without a GIPS Report? FAQs about GIPS compliance answered…
Key Takeaways from the 2020 GIPS® Standards Virtual Conference
Did you miss the GIPS Conference this year? Most of this year’s conference was focused on compliance with the 2020 GIPS standards, as well as important discussions around US-specific (SEC) regulatory compliance and ESG performance. Below are some key takeaways from this three-day event.
Part 2: Creating GIPS Policies and Procedures
Calculation Methodology, Books & Records, Composite Definitions & Rules, and Error Correction Policies As discussed in Part 1 of this two part series, GIPS compliant firms are required to document how they comply with the GIPS requirements as well as any recommendations that the firm chooses to follow. This document acts as the firm’s internal […]
Part 1: Creating GIPS Policies and Procedures
Firm Definition and Definition of Discretion GIPS compliant firms are required to document how they comply with the GIPS requirements as well as any recommendations that the firm chooses to follow. This document acts as the firm’s internal representation of their GIPS compliance, and is intended to state the firm’s policies and describe the procedures […]
How to Become GIPS Compliant
Many firms are interested in becoming GIPS compliant, but are intimidated by the initial process of bringing their firm into compliance. As long as you know the steps to become GIPS compliant and understand the options you have to complete each step, this process is very manageable. The information provided here is intended to provide […]